Annual financial report|General Excel Questions & Answers|Excel Forum|My Online Training Hub

Hi All,

I would like to make a standard template for annual / periodic financial reports. I want to use this report for multiple businesses. Each report will have the same structure and layout.

The idea is to make the balance sheet, income statement, cashflow and the supported explanation in Excel with pivot tables. And make a template in a Word document. I want to dynamically link the pivot tables with the right category in the report.

I found out the best way to do this is copy paste the pivot table in Excel and in Word: Paste special  > paste link > Formatted text RTF

However I run into all kinds of layout problems (while refreshing the data) like: description and numbers are not on the same line, arbitrary spacing between line items.

Does anyone have experience on the subject or have a good (alternative) solution?

Many thanks in advance, Aalloo